Commercial Lines Account Manager

Alera Group•Oxnard, CA

9d•Hybrid

About The Position

At Alera Group, our Property & Casualty teams partner with businesses to protect what they’ve built and plan confidently for what’s next. We’re looking for a Commercial Lines Account Manager who thrives at the intersection of client advocacy, market strategy, and operational excellence. This role plays a key part in supporting Producers and clients—leading renewals, marketing accounts, managing service workflows, and helping drive retention and growth across a commercial book of business. Founded in 2017, Alera Group has grown to become one of the largest independent insurance and wealth services firms in the United States. With offices nationwide, we deliver national strength with local expertise across Property & Casualty, Employee Benefits, Retirement Plan Services, and Wealth Services. Our collaborative culture ensures clients receive proactive advice—and our team members have the support and tools to do their best work. Why Join Alera Group Lead with impact – Play a visible role in retention, client growth, and risk strategy for commercial clients. Expand your market expertise – Strengthen your marketing, negotiation, and coverage strategy skills within a national brokerage platform. Collaborate and grow – Work alongside experienced Producers and service teams in a culture that values accountability, precision, and partnership.

Requirements

Minimum 5 years of commercial lines insurance experience
Active California Property & Casualty Insurance License
Strong knowledge of state and federal regulations impacting commercial insurance
Proven experience marketing accounts and negotiating with carriers
Proficiency in Microsoft Office and agency management systems (Applied EPIC, Indio; Salesforce, Zoho, PATA, Resource Pro a plus)
Strong analytical, numeric, and strategic planning skills
Ability to explain complex insurance transactions in clear, client-friendly language
Experience managing deadlines and priorities in a fast-paced environment

Nice To Haves

Professional designations (e.g., CPCU, CIC, or similar)
Experience supporting Producers in new business strategy and account development

Responsibilities

Provide day-to-day service to commercial clients, anticipating needs and responding promptly to inquiries from clients and Producers
Lead renewal strategy discussions and ensure seamless execution of service deliverables
Assist clients with claim reporting and ongoing coverage questions
Market, quote, and prepare proposals for new business and renewal opportunities
Analyze risk exposures and structure coverage solutions aligned with business insurance best practices
Negotiate with carrier partners to secure competitive terms and appropriate coverage
Process renewals, endorsements, bind coverage, invoice, collect premiums, and maintain complete and accurate account documentation
Maintain policy data within Applied EPIC, Indio, and other agency management systems
Ensure compliance with internal workflows, service standards, and regulatory requirements
Actively support account retention strategies across your assigned book
Identify and place additional lines of coverage through consultative client conversations
Contribute to sales and growth initiatives alongside Producers
Direct and support assigned Assistant Account Managers, coordinating workflow and delegating tasks
Stay informed on industry trends, legislation, coverage developments, and emerging technology